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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,912 |
STEPHEN M KOCH & CO., INC.8+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $2,458 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,145 | $106,236+4.6% | $112,249-1.0% | $64,819+71.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.94% | -6.02%-10.9pp | 27.48%-44.4pp | 32.84%-49.8pp |
| Employer contribution / active EE | $5,731 | $3,166+81.0% | $3,636+57.6% | $2,507+128.6% |
| Participant deferral / active EE | $8,911 | $3,785+135.4% | $4,729+88.4% | $4,311+106.7% |
| Admin fee / account holder | -$277 | $452-161.3% | $6,412-104.3% | $188-247.4% |